MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
-4.85%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$1.94B
AUM Growth
+$433M
(+29%)
Cap. Flow
+$507M
Cap. Flow
% of AUM
26.13%
Top 10 Holdings %
Top 10 Hldgs %
27.24%
Holding
937
New
116
Increased
512
Reduced
196
Closed
70
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$108M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$63.4M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$36.1M |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
$22.5M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$15.2M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$16.3M |
| 2 |
ProShares Short S&P500
SH
|
$6.5M |
| 3 |
Main Sector Rotation ETF
SECT
|
$3.49M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$2.53M |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$1.74M |
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Financials | 5.09% |
| 3 | Consumer Discretionary | 4.18% |
| 4 | Healthcare | 3.94% |
| 5 | Communication Services | 2.81% |
